XLE icon

Energy Select Sector SPDR Fund

1,691 hedge funds and large institutions have $17.3B invested in Energy Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 581 increasing their positions, 759 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 759

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

54% less call options, than puts

Call options by funds: $5.23B | Put options by funds: $11.4B

Holders
1,691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.23B
Puts
$11.4B
Net Calls
Net Calls Change

Top Sellers

1 -$909M
2 -$388M
3 -$302M
4
Morgan Stanley
Morgan Stanley
New York
-$246M
5
Goldman Sachs
Goldman Sachs
New York
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
1276
City Holding Co
West Virginia
$284K
PT
1277
Plimoth Trust
Massachusetts
$282K
RGF
1278
Retirement Guys Formula
Ohio
$282K
EHC
1279
Everett Harris & Co
California
$281K
SFS
1280
Summit Financial Strategies
Ohio
$281K
LFGO
1281
Legacy Financial Group (Oklahoma)
Oklahoma
$281K
AWM
1282
Accurate Wealth Management
Florida
$281K
BB
1283
Berkshire Bank
Massachusetts
$281K
PWG
1284
Private Wealth Group
Florida
$281K
ACM
1285
Avalon Capital Management
California
$279K
RMDI
1286
R.M. Davis Inc
Maine
$279K
HCM
1287
Horrell Capital Management
Arkansas
$279K
ECA
1288
Elevated Capital Advisors
Utah
$277K
CFS
1289
Coordinated Financial Services
Colorado
$277K
WPWM
1290
Western Pacific Wealth Management
Illinois
$277K
GFG
1291
Grantvest Financial Group
New Jersey
$277K
WEG
1292
World Equity Group
Illinois
$277K
FWIA
1293
Fort Washington Investment Advisors
Ohio
$277K
WFS
1294
WealthGarden F.S.
California
$276K
WCM
1295
WealthBridge Capital Management
Ohio
$276K
GCA
1296
Gradient Capital Advisors
California
$276K
AC
1297
Avestar Capital
New York
$275K
AIM
1298
Anchor Investment Management
South Carolina
$274K
ECML
1299
Eagle Capital Management (Louisiana)
Louisiana
$273K
JFGIW
1300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$272K